DYNAMICS GP

Dynamics GP 2013|R2 Update

Tami Johnson

DYNAMICS GP

Socius Solution ArchitectSanta Rosa, CaliforniaGreat Plains Accounting – Version 5Dynamics GP – Version 1 Dynamics CRM – Version 1

Presenter Bio

Tami Johnson

DYNAMICS GP

Overview

• GP 2013 (RTM, SP2, R2)• WhatsNew.PDF

DYNAMICS GP

System & Home Page

• Business Analyzer• Home Page customization• Procurement & Time Management on Home

Page• Print reports from maintenance windows

DYNAMICS GP

System & Home Page

• Document Attachment• Hide SmartList Favorites Pane• SmartList Designer • Web Client• Workflow

DYNAMICS GP

Web Client (GP 2013)

• General Ledger• Accounts Receivable• Accounts Payable• Inventory• Sales Order Processing• Purchase Order Processing

DYNAMICS GP

Web Client (GP 2013 SP2)

• Fixed Assets• Field Service• Project Accounting• Manufacturing

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General Ledger

• Clear Unit Account balances during year-end close

• Year-end close status bar• Reverse Historical Year• Reconcile to GL enhancements• Reconcile bank accounts with no activity • Reprint the Bank Rec Outstanding

Transaction Report• Copy/Paste JE from Excel

DYNAMICS GPYear-End Close Status Bar

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Payables

• Change Remit-To after posting• Reconciled flag in Void Payables Checks• Void check with credit memo applied to an

invoice will unapply the credit• Vendor Modifier & Combiner • Streamlined void for open and historical

transactions

DYNAMICS GP

Payables

• Document Attach • Default Sort Order for Checks

DYNAMICS GPVendor Modifier & Combiner

GP 2013 SP2

DYNAMICS GP

Receivables

• Define labels for user defined fields• Apply unposted multicurrency cash receipts• Checkbook on Cash Receipts Inquiry • Customer Modifier & Combiner

DYNAMICS GPCustomer Modifier & Combiner

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Electronic Banking

• BAI2 Electronic Reconcile format • EFT field lengths• EFT settlement date

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Fixed Assets

• Historical depreciation reports • Reverse depreciation• General Ledger posting enhancements• Intercompany transfers• Automatic Asset ID’s

DYNAMICS GP

Inventory

• Select multiple serial numbers• Reason codes• Inactivate items• Inactivate site and item-site relationships• Assign suggested sales items• Assign multiple sites to an item• Bin transfer history

DYNAMICS GPBin Transfers

DYNAMICS GPBin Transfers

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Purchase Order

• Message when PO line item is not fully invoiced

• Track serial and lot numbers for drop-ship PO’s

• PO Pre-Payments• Requisitions

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Sales Order Processing

• Ship to address enhancements

DYNAMICS GP

Wrap-Up

• Questions• Contact: Tami Johnson

tjohnson@socius1.com